This is the stock item or non-inventory item that is being sold on this Detail line. For Job Cost invoices, this will show the Cost Code. For other line types, this will be the line type itself. For example, for Comment lines, this field will read Comment; for special order items, it will read Special Order.

This is the price of the stock item or non-inventory item in the Item field. If this is a Job Cost deposit line, this is the amount of the deposit. If you implemented any special pricing, such as Price Levels or Discount Codes, this field will represent the price the customer will receive, which might or might not be the same as that shown in the IN Stock window Qty / Price Info tab price fields. If you implemented quantity price breaks, the price break will not be reflected in this field, but will be calculated in the Extended field. If you select the Allow Input check box, each salesperson’s rights will control whether the salesperson is allowed to override the price. If you don’t allow input into this field, then no salesperson will be allowed to override the price, regardless of their salesperson rights.

This is the quantity of the current line item being sold or returned. For items being returned, enter a negative quantity.

This is the quantity of the item on the current detail line that is being shipped. If you activated back orders, then the number in this field will be subtracted from the number in the Quantity Ordered field to arrive at the quantity that is being back ordered.

If the line item is a Cost Code, the field shows the quantity remaining on the bill.

This is the quantity of the item on this detail line that is available in Inventory. This is calculated by subtracting any committed items from unposted invoices from the quantity in the On Hand box of the IN Stock window.

This is the price that a customer would receive for this line item if there were no special pricing methods implemented, such as Discount Codes or Promotional Pricing.

This field is only available in Denali Business. For Job Cost invoices, this field is informational only and shows the total quantity of the Cost Code that has already had cost activity entered.

You can use these codes to track customized information on your detail lines. Some of the Sales module reports can be filtered by the CC Code.

This is the description of the item in the Item field on this Detail line. For stock items, it is found on the IN Stock window. For non-inventory items, it is found in the Sales Non-Inventory Codes window. For Special Order items it is the description of the item that you type in. For Comment Codes and unique comments, it is the comment. For Cost Codes, it is the description found in the Cost Codes window.

If you use stock item variants, this field is required and you must allow input in it. When you select a stock item that has variants, you will need to select the variant you want to sell in this field.

This is the Discount Code found on the IN Stock window Sales Info tab. This is combined with the Discount Code from the AR Customers window Credit / Collection tab. The combination of the two codes is compared against any Discount Codes that have been set up in the Sales module. If there is a match, then the item on this detail line will be discounted according to the Discount Code.

This is the percent discount that will be deducted from the price of the current line item. For items that are being discounted at the time of the transaction, the percent in this field will reflect what was entered in the Discount window. For items that are included in a Promotional Code that is currently running, the percent in this field will reflect the discount from the promotion.

For inventory items, the last cost is calculated using the valuation method of the item, which is specified on the Inventory Code attached to the stock item. For non-inventory and special order items, you can allow the clerk to edit the last cost of these items at the time of the sale. This allows you to maintain tight control over inventory, non-inventory, and special order costs. If you want this ability, make the column visible, allow input, and select the types of items for which you want the clerk to be able to edit the last cost.

This field is only available in Denali Business. For Job Cost invoices, this field is informational only and shows the estimated quantity on the Cost Code.

This is the extended price for this line item after multiplying the unit price by the quantity, and taking any discounts or other special pricing methods into account. This is calculated automatically by the system and cannot be edited by the user.

You can only add this field to your layout if Accounts Receivable and Inventory are installed. If you add this column, it will only appear in the entry screen if an item in your transaction is for lease. If you also select the Allow Input check box, you can choose whether you want to lease (checked) or sell (unchecked) the item. If you do not display the For Lease check box, items that are marked for lease can only be leased.

This field is only available in Denali Business. For Job Cost invoices, this field is informational only and shows the job the Cost Code is in.

This is the last cost of the stock item. It is found at the bottom of the IN Stock window Qty / Price Info tab and cannot be edited by the user.

This indicates the number for each detail line and increments with each line. This is for reference purposes only and cannot be changed.

This is the location of the item on this line. For stock items, it is found at the top of the IN Stock window. This can be helpful if your warehouse staff uses the invoice to pull and package orders. If you are using the Multi-Location Inventory add-on, this field is required.

This is the amount found in the Misc Chrg box on the IN Stock window Qty / Price Info tab. The amount in this field will post to the account indicated in the IN Code window GL Misc Charge field instead of to a revenue account.

This field only appears if you are using the Specialty Shop add-on and reflects the Multi-Pack Code being sold on this Detail line. Multi-Pack Codes allow you to use a single Stock Number to show different quantities of the same item, for example, 6-packs or 12-packs of soda cans.

These are the Detail Order Entry User-Defined Fields you defined in the bottom portion of the Sales Order Entry Preferences window OE User-Defined Fields tab. For any User-Defined Fields that you set up, the title you entered in the Caption column of the Sales Order Entry Preferences window OE User-Defined Fields tab will appear following the number of the User-Defined Field.

For example, if you define OE UDF1 as Color, then the item will appear as OE UDF1 - Color in this Detail Prompt list box. If you make any of these fields visible, they will only appear in the Sales Order Entry Preferences window.

These are the shared Detail Order Entry and Point of Sale User-Defined Fields you defined in the bottom section of either the Sales Order Entry Preferences window OE & POS User-Defined Fields tab or the Sales Point of Sale Preferences window OE & POS User-Defined Fields tab. For any User-Defined Fields that you set up, the title you entered in the Caption column of the window in which you set up the field will appear following the number of the User-Defined Field.

For example, if you define OE & POS UDF1 as Color so you can track the color the customer is buying, then the item will appear as OE & POS UDF1 - Color in this Line Item Prompt list box. If you make any of these fields visible, they will appear in the Sales Order Entry Preferences window and the Sales POS Register window.

This option is only available if you are integrated to AvaTax. You can enter the date of the original purchase in this field. It is used to accurately calculate the tax for returned items.

This field displays the quantity you entered in the Sales Create POs window.

This field is only available in Denali Business. For Job Cost invoices, this field is informational only and displays the Cost Code’s phase.

This field is only available in Denali Business. For Job Cost invoices, this field is informational only and shows any previous deposits on the job.

This field is only available in Denali Business. For Job Cost invoices, this field is informational only and shows the total quantity of the Cost Code that has been previously billed.

This option is only available if Order Entry is installed. This field displays the product type the salesperson enters in the Sales Order Entry window. This is for informational purposes and cannot be edited.

This detail option displays the price for items that are on promotion. It will also show the cost of non-inventory items and special order transactions.

These are the Detail Point of Sale User-Defined Fields you defined in the bottom portion of the Sales Point of Sale Preferences window POS User-Defined Fields tab. For any User-Defined Fields that you set up, the title you entered in the Caption column of the Sales Point of Sale Preferences window POS User-Defined Fields tab will appear following the number of the User-Defined Field.

For example, if you defined POS UDF1 as Color, the item will appear as POS UDF1 - Color in this Detail Prompt list box. If you make any of these fields visible, they will only appear in the Sales POS Register window.

This is the quantity of the current line item that is being back ordered for shipment at a later date. The system calculates the entry in this field by subtracting the number in the Quantity Shipped field from the number in the Quantity Ordered field and entering the result here, but you can allow the clerk to type in this field and override the system calculation.

For example, perhaps the customer wanted to purchase 10 widgets. You only have 8, so you ship 8, and the system enters 2 in the Quantity Back Ordered field. When you call the customer to let him know that you only have 8 to ship at this time, he says he’ll make do with those eight rather than wait for the other two. In this case, you would re-open the invoice and type over the 2 in the Quantity Back Ordered field with 0.

This is the Sales Department being used for this particular Detail line. If you define Sales Departments to the entire transaction and not individual lines, only make this field visible in the Header section.

If each Detail line could be attributed to a different department, then make this field visible in the Detail section of the window. Depending on your business, you might want to make this field visible in both the Header and the Detail sections.

This is the salesperson who will get credit for this Detail line. If entire sales are attributed to a single salesperson instead of individual detail lines, only make this field visible in the Header section.

If you could have a sale with many different salespeople for the different Detail lines, then make this field visible in the Detail section of the window. Depending on your business, you might want to make this field visible in both the Header and the Detail sections.

This is the Sales Tax Code for the specific Detail line. Depending on the sales tax requirements for your business, it might be beneficial for you to have the Tax Code field visible in just the Header section, just the Detail section, or both sections of the Entry windows.

If the Sales Tax Code can change from line to line, then you will need to have the Tax Code field visible in the Detail section of the sales entry and/or register windows. If the same Sales Tax Code applies to the entire transaction, then you might want to have the Tax Code field visible only in the Header section of the window.

Your selections for Use Header Tax Code For All Detail Lines and Replace Detail Tax Codes when Header Tax Code is Changed in the Sales Order Entry Preferences and Sales Point of Sale Preferences windows will affect the Sales Tax Code being used for each detail line.

If you force the use of AvaTax, you will not be able to enter a Tax Code in this field.

These are the prices in the IN Stock window Qty / Price Info tab Alt Price 1 and Alt Price 2 fields. They can be used to show the suggested retail price for the item, or perhaps a local competitor’s price. If you allow your sales clerks to negotiate with customers for prices, you could use these fields to indicate the boundaries of the prices that are permitted.

For example, you could use one of the fields to indicate the suggested starting point for the negotiation, and the other field to indicate the lowest price that would be approved for selling the item. Or if salespeople are paid on commission, it could indicate the commission that is paid on the item.

This shows the unit of measurement for how you sell the item and is found on the IN Stock window Sales Info tab. An example could be Each or Case.

Accounts Receivable must be installed to add this field to the entry window. This shows the term start date for leased items or prepaid services.

Accounts Receivable must be installed to add this field to the entry window. This shows the term expiration date for leased items or prepaid services.

This shows the weight of the item that you entered in Weight field on the Sales Info tab of the IN Stock window.

Select this check box to allow the clerk to type in the selected box.

This drop-down list will appear if the Edit Last Cost For prompt is selected from the Line Item Prompts list. Select the types of line items for which you want to allow the sales clerk to edit the last cost. Your choices are Both (or All if Job Cost is installed), Non-Inventory, Special Order, Job Cost (if Job Cost is installed), or None (default).

Select this check box to skip the selected field when you press the ENTER or TAB keys during sales entry. If you select this check box, the clerk will have to use the mouse to access this field.

Enter the heading text that you want to appear in the Sales Order Entry window or the Sales POS Register window. This will be the prompt that the sales clerk sees.

Enter the number of characters to allow for data entry in the selected box. Be sure to include space for separating characters. For example, a PO# of 1245-387 would require a column width of 8 just for the characters.

You can also adjust the column width within the preview grid at the bottom of the window by holding your mouse over the border between two columns. The mouse will change to a resizing cursor, which you can then drag left or right to adjust the column to the left of the mouse. When you release the left mouse button, the number in the Column Width field will be updated automatically with the new width.

Enter the order in which you want the selected item to appear in the sales entry screen. An entry of 1 places that column first, an entry of 2 places that column second, and so on. An entry of 0 in this box disables the selected item. You can also move and renumber columns within the preview grid at the bottom of the window by using your mouse to drag and drop column headers where you want them. The Column Number field will automatically be updated with the new number when you release the mouse button.

A preview of the Header section is provided at the bottom of the window so you can see how it will look based on the settings you have defined so far. You can also use the preview grid to resize and renumber columns as indicated in the Column Number and Column Width sections above.